Ex-dividend day anomaly in the United States after the 2003 tax reform

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Volume Title

School of Business | Bachelor's thesis

Date

2022

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Mcode

Degree programme

Rahoitus

Language

en

Pages

26+2

Series

Abstract

This study proves the existence of the Ex-dividend day anomaly in the United States, even after the tax reform in 2003 which equaled the taxation of dividends and other capital gains. I find daily abnormal returns of 11,7 basis points for individual dividend-paying companies on their ex-dividend day, using a three-factor model linear regression. For an ex-dividend day portfolio I construct, the abnormal return with the same regression is 9,2 basis points. My analysis of price drops on ex-day finds that on average the price of a share drops approximately 86% of the amount of the dividend on ex-dividend day. The results prove that in the United States, the Ex-dividend day anomaly is not based on dividends being taxed higher than other capital gains. I find that the trading volume is on average higher on ex-dividend day than on other days by 14,37%, which supports the Dynamic Trading Clientele theory.

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Thesis advisor

Kokkonen, Joni

Keywords

Dividend, Ex-dividend day, Anomaly, Taxation

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